Invesco Currencyshares SwissFXFETF
13F holders, Q1 2026 (March 31)95holders +14
24new positions
9sold out
1famous investor
$112.04avg. 13F price*
At the end of Q1 2026, 95 institutions reported holding Invesco Currencyshares Swiss (FXF) in their 13F filings, up 14 from Q4 2025. 24 opened new positions and 9 sold out. The largest holders were Morgan Stanley ($11.4M), Hengehold Capital Management LLC ($11.3M) and Envestnet Asset Management Inc. ($10.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Invesco Currencyshares Swiss
- CUSIP
- 46138R108
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $25.9M |
| Exits | 9 | $1.4M |
All 13F filers, Q4 2025 → Q1 2026: 450,150 shares bought and 170,358 shares sold, net +279,792 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 95 holders
| Morgan Stanley | 0.00% | Reduce -7.0% | 103,465 | $11.4M |
| Hengehold Capital Management LLC | 0.99% | Add +0.6% | 102,183 | $11.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +325.0% | 97,660 | $10.8M |
| Steward Partners Investment Advisory, LLC | 0.04% | New | 69,126 | $7.6M |
| Cibc World Market Inc. | 0.01% | Add +10.4% | 64,544 | $7.1M |
| Wells Fargo & Company | 0.00% | Add +61.8% | 54,886 | $6.1M |
| Moneco Advisors, LLC | 0.39% | Add +0.3% | 45,974 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +0.7% | 42,852 | $4.7M |
| Jane Street Group, LLC | 0.00% | Add +23.6% | 40,552 | $4.5M |
| Oppenheimer & Co. Inc. | 0.04% | Add +92.3% | 31,415 | $3.5M |
| National Bank of Canada | 0.00% | Add +2551.4% | 29,166 | $3.2M |
| Bank of America Corp. | 0.00% | Add +82.1% | 27,739 | $3.1M |
| UBS Group AG | 0.00% | Add +66.7% | 26,079 | $2.9M |
| GFS Advisors, LLC | 0.18% | New | 6,385 | $2.7M |
| Ashton Thomas Private Wealth, LLC | 0.06% | No change | 24,297 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 23,591 | $2.6M |
| Raymond James Financial Inc. | 0.00% | Reduce -66.3% | 23,080 | $2.5M |
| Citadel Advisors | 0.00% | New | 22,030 | $2.4M |
| Fiduciary Family Office, LLC | 0.69% | New | 21,960 | $2.4M |
| Ridge Creek Global, Inc | 2.01% | Reduce -0.3% | 21,483 | $2.4M |
| Ameritas Advisory Services, LLC | 0.09% | New | 21,103 | $2.3M |
| LPL Financial LLC | 0.00% | Add +44.9% | 20,707 | $2.3M |
| Captrust Financial Advisors | 0.00% | Add +7.4% | 19,864 | $2.2M |
| Transamerica Financial Advisors, LLC | 0.18% | Add +0.7% | 18,925 | $2.1M |
| NewSquare Capital LLC | 0.18% | Add +4.6% | 18,533 | $2.0M |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0.23% | New | 17,394 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +242.8% | 16,744 | $1.8M |
| Sonoma Private Wealth LLC | 2.11% | Reduce -4.5% | 15,519 | $1.7M |
| Pure Financial Advisors, LLC | 0.02% | No change | 13,499 | $1.5M |
| Commonwealth Equity Services, LLC | 0.00% | Add +84.0% | 12,527 | $1.4M |
| Cornerstone Wealth Management, LLC | 0.06% | Add +353.1% | 11,340 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +224.3% | 11,025 | $1.2M |
| Flow Traders U.S. LLC | 0.04% | Reduce -53.9% | 10,561 | $1.2M |
| Mariner, LLC | 0.00% | New | 10,264 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.3% | 9,645 | $1.1M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +229.6% | 8,900 | $983K |
| Pekin Hardy Strauss, Inc. | 0.10% | Reduce -14.7% | 8,740 | $965K |
| PFG Investments, LLC | 0.04% | Add +38.2% | 7,790 | $860K |
| Royal Bank of Canada | 0.00% | Add +33.1% | 7,792 | $860K |
| Haven Private, LLC | 0.33% | Reduce -10.1% | 6,778 | $748K |
| James Investment Research, Inc. | 0.08% | Reduce -2.7% | 6,411 | $708K |
| HRT Financial LP | 0.00% | New | 5,887 | $649K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +1.3% | 5,359 | $592K |
| RFG Advisory, LLC | 0.01% | No change | 5,130 | $566K |
| Carret Asset Management, LLC | 0.05% | No change | 4,630 | $511K |
| MAI Capital Management | 0.00% | No change | 4,560 | $503K |
| Baker Ellis Asset Management LLC | 0.06% | No change | 4,500 | $497K |
| 3EDGE Asset Management, LP | 0.02% | New | 4,386 | $484K |
| Cetera Investment Advisers | 0.00% | Add +52.2% | 4,259 | $470K |
| Creative Planning | 0.00% | Add +3.5% | 4,237 | $468K |
| Bank of Montreal | 0.00% | Add +2.8% | 3,710 | $410K |
| Wellspring Financial Advisors, LLC | 0.03% | No change | 3,500 | $386K |
| Focus Partners Wealth | 0.00% | No change | 3,392 | $375K |
| 17 Capital Partners, LLC | 0.19% | Add +16.7% | 3,387 | $374K |
| Blair William & Co. | 0.00% | New | 3,159 | $349K |
| Clearstead Advisors, LLC | 0.00% | Reduce -24.8% | 3,144 | $347K |
| Cerity Partners LLC | 0.00% | Add +47.4% | 2,698 | $298K |
| North Capital, Inc. | 0.25% | New | 2,638 | $291K |
| MML Investors Services, LLC | 0.00% | Add +3.7% | 2,512 | $277K |
| Presidio Capital Management, LLC | 0.08% | New | 2,500 | $276K |
| Evercore Wealth Management, LLC | 0.00% | No change | 2,450 | $271K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -55.3% | 2,426 | $268K |
| Evergreen Capital Management LLC | 0.01% | No change | 2,194 | $242K |
| Avalon Capital Management | 0.07% | Reduce -97.4% | 2,166 | $239K |
| US Bancorp \de | 0.00% | No change | 2,065 | $228K |
| Carr Financial Group Corp | 0.06% | No change | 2,000 | $221K |
| Corient Private Wealth LP | 0.00% | Reduce -49.8% | 2,000 | $221K |
| Fifth Third Bancorp | 0.00% | Add +23.5% | 1,852 | $204K |
| Brown Brothers Harriman & Co. | 0.00% | New | 1,500 | $166K |
| Key Financial Inc | 0.02% | No change | 1,200 | $132K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -55.0% | 1,184 | $131K |
| Advisory Services Network, LLC | 0.00% | New | 1,090 | $120K |
| Farther Finance Advisors, LLC | 0.00% | Add +616.7% | 860 | $96K |
| Harbour Investments, Inc. | 0.00% | New | 599 | $66K |
| TD Waterhouse Canada Inc. | 0.00% | New | 550 | $61K |
| Fairman Group, LLC | 0.05% | New | 520 | $57K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 500 | $55K |
| Sterling Capital Management LLC | 0.00% | New | 414 | $46K |
| Scarborough Advisors, LLC | 0.00% | No change | 315 | $35K |
| Nalls Sherbakoff Group, LLC | 0.02% | No change | 300 | $33K |
| NBT Bank, N.A. | 0.00% | No change | 250 | $28K |
| AdvisorNet Financial, Inc | 0.00% | New | 222 | $25K |
| Parallel Advisors, LLC | 0.00% | No change | 185 | $20K |
| Spire Wealth Management | 0.00% | New | 175 | $19K |
| Roxbury Financial LLC | 0.01% | No change | 138 | $15K |
| Cwm, LLC | 0.00% | No change | 130 | $14K |
| BNP Paribas Financial Markets | 0.00% | New | 120 | $13K |
| IFP Advisors, Inc | 0.00% | No change | 100 | $11K |
| FMR LLC | 0.00% | Reduce -3.9% | 49 | $5K |
| Sunbelt Securities, Inc. | 0.00% | No change | 47 | $5K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 45 | $5K |
| Allworth Financial LP | 0.00% | No change | 37 | $4K |
| Aventura Private Wealth, LLC | 0.00% | No change | 25 | $3K |
| Bradley & Co. Private Wealth Management, LLC | 0.00% | No change | 19 | $2K |
| Mather Group, Llc. | 0.00% | New | 4 | $442 |
"% of holder's portfolio" is FXF's weight in each manager's 13F, not the share of Invesco Currencyshares Swiss the manager owns.